This integration is in development and is expected to go live by the end of October 2024.
The steps below will guide you through the steps need to enable Salesbuildr to talk to your Hubspot instance. This will enable Salesbuildr to be able to read and update the following entities and fields.
How to connect your Hubspot instance
Go to the integration page in the Salesbuildr admin section, enable the Hubspot integration, click connect and select your Hubspot account.
Mapping company types between Hubspot and Salesbuildr
In the Salesbuildr Admin section, you can map the Hubpot company types to Salesbuildr company types and vice versa. We recommend you use the same company types stages across all of your connected systems to ensure standardisation.
How does the integration between Salesbuildr and Hubspot work?
During setup, you can syncronise Salesbuildr with your Hubspot instance. This will link your companies and contacts in Hubspot to your companies and contacts in Salesbuildr, based on their hostname or email address respectively.
The initial sync from Hubspot to Salesbuildr will create new companies and contacts in Salesbuildr.
Triggers
When a linked company or contact is updated in Salesbuildr (through the frontend, public API, or from Autotask/ConnectWise), it will be reflected in Hubspot, but only if it has a Hubspot external ID.
When you update a company or contact in Hubspot, the changes will be synced to Salesbuildr and vice versa.
Creating or Linking Companies to HubSpot companies
You can link companies in Salesbuildr to existing companies in Hubspot or create a new companies in Hubspot based on the companies in Salesbuildr.
Contacts
You can link contacts in Salesbuildr to existing contacts in Hubspot or create a new contact in Hubspot based on the contact in Salesbuildr.
Opportunities
Salesbuildr will create opportunities in Hubspot when you create them in Salesbuildr using the Sales Pipeline you configured in the Admin Section of Salesbuildr.
Salesbuildr will fetch new opportunities from Hubspot as soon as they are created.
You can map the HubSpot pipeline stages to the Salesbuildr Pipeline stages in the Hubspot Admin section. We recommend you use the same pipeline stages across all of your connected systems to ensure standardisation.
What information is synchronised between Salesbuildr and HubSpot?
Companies
Salesbuildr enables you to map company types between Hubspot and Salesbuildr to determine how entities will be imported.
Salesbuildr Information | Synced to Hubspot | Description |
Company Name | Company | The name of the company. |
Not Synced | Lifecycle Stage | Where the company is in their lifecycle (MQL, SAL, opportunity, customer, churned, etc) |
External ID | Hubspot ID | Hubspot Customer ID |
Description | Description | A description of the company |
Website | Domain | The website of the company. |
Telephone | Phone Number | The telephone number of the company. |
Address | Address Fields | Includes street, city, zip, state, and country information. |
Account Manager | Account Owner | The owner of the account |
Contact user | Primary contact | The Primary Contact within the company |
Contacts
Salesbuildr Information | Synced to Hubspot | Description |
First Name | First Name | The first name of the contact. |
Last Name | Last Name | The last name of the contact. |
Linkedin Page | ||
Phone | Phone | The phone of the contact |
Mobile phone | Mobile phone | The mobile phone of the contact |
The email address of the contact. | ||
Company ID | Company Reference | Reference to the company the contact is associated with. |
Opportunities
Salesbuildr creates and synchronises opportunities with deals in Hubspot.
Salesbuildr Information | Synced to Hubspot | Description |
Opportunity Title | Deal Name | The name of the sales opportunity. |
Opportunity description | Description | Opportunity description |
Estimated Close Date | Close Date | The expected date to close the opportunity. |
Pipeline Stage | Deal Stage | The stage of the opportunity |
Category | Deal Type | The type of opportunity |
Probability | Probability | % Probability |
Monthly revenue | Monthly recurring revenue | The monthly revenue based on items in the quote |
Deal size | Amount | Total Deal amount when combining one time revenue and recurring revenue times # of contract months |
Company Information | Account Reference | Links to the company details |
Company contact | Contact Reference | Links to the contact details |
Owner Information | Deal owner | Links to the user who owns the opportunity |
Link to proposal in Salesbuildr | Notes | Adds a note to the deal in Hubspot with a link to teh proposal in Salesbuildr |
Signed PDF | Deal Attachment | Uploads the signed PDF to the deal in Hubspot |
How to use Salesbuildr with HubSpot
Opportunities
From the Opportunity detail page, click on the HubSpot icon to open the opportunity in HubSpot:
Companies and contacts
Click the HubSpot icon on the company or company overview page to open the company in HubSpot.
Click the HubSpot icon on the contact or contact overview page to open the contact in Hubspot.
